Category Archives: Uncategorized

The Cradle: https://thecradle.co/article-view/20403/europes-gas-emergency-a-continent-hostage-to-seller-prices ********** Europe’s gas emergency: A continent hostage to seller prices The 2022 outbreak of war between Russia and Ukraine revealed the importance of energy security in bolstering Moscow’s geopolitical power in Europe. The continent, which imported about 46 percent of its gas needs from Russia in 2021, found itself in a vulnerableContinue reading “It’s a Gas, Gas, Gas”

ZH: https://www.zerohedge.com/markets/beginning-end-credit-cycle The Beginning Of The End Of The Credit Cycle BY TYLER DURDEN TUESDAY, JAN 17, 2023 – 03:21 PM Authored by Simon White, Bloomberg macro strategist, The credit cycle is turning, which points to wider credit spreads, increasing loan-losses at banks, and rising equity volatility. Credit has exploded higher since the pandemic. But all goodContinue reading “Der Kreditzyklus ist tot!”

The Wolf’s Lair (German: Wolfsschanze; Polish: Wilczy Szaniec) served as Adolf Hitler‘s first Eastern Front military headquarters in World War II. The headquarters was located in the Masurian woods, near the village of Görlitz in Ostpreußen (now Gierłoż), about 8 kilometres (5 miles) east of the small East Prussian town of Rastenburg (now Kętrzyn), in present-day Poland. The central complex and the Führer‘s bunker were surrounded by three security zones guarded byContinue reading “Wolf’s Lair 2.0”

Central Bank USD Reserves, per IMF Per The Cradle: https://data.imf.org/?sk=E6A5F467-C14B-4AA8-9F6D-5A09EC4E62A4 ********** The imposition of US trade restrictions and sanctions against a number of nations, including Russia, Iran, Cuba, North Korea, Iraq, and Syria have been politically ineffectual and have backfired against western economies. As a result, the US dollar has been losing its role asContinue reading “By the numbers: The de-dollarization of global trade”

ZeroHedge: https://www.zerohedge.com/weather/siberia-records-minus-80-degrees-talk-polar-vortex-grows ********** Siberia Records Minus-80 Degrees As Talk Of Polar Vortex Grows BY TYLER DURDEN SATURDAY, JAN 14, 2023 – 07:35 AM Several weeks after the Christmas Arctic blast, much of the US and Europe have enjoyed record warmth. Recall on Dec. 27, we noted the cold air mass from Siberia that spread across theContinue reading “Polar Vortex 2.0”

Enough for you to want to be a “Musician?”

Moon of Alabama: https://www.moonofalabama.org/2023/01/ukrainian-defense-lines-and-what-happens-when-they-are-breached.html#more Emphasis in bold ********** Soledar has fallen to Russian troops. Bakhmut (Artymovsk) will follow soon. This constitutes the breach of Ukraine’s second defense line within the Donetzk and Lysichansk oblasts. I will discuss those lines with the maps below. The first map shows the range of land taken by Russian forcesContinue reading “Ukrainian Defense Lines — What Happens When They Are Breached”

Per Southfront.org: https://southfront.org/breaking-russians-captured-afu-stronghold-soledar/ On 10 January 2022, in the late afternoon, official media sources of the Russian Wagner PMC stated that the city of Soledar had been captured by Russian units. Soledar was one of the key points of defence of the AFU in the East of Ukraine. The city is home to Europe’s largestContinue reading “Soledar Collapses — Sanctions Next?”

Is JPM Solvent? If not, what about Citi? Is anyone solvent? An available-for-sale security (AFS) is a debt or equity security purchased with the intent of selling before it reaches maturity or holding it for a long period should it not have a maturity date. Accounting standards require companies classify any investments in debt or equityContinue reading “Banks Underwater”

How did we get here? Cheap inflation-killing consumer goods coming from China, and cheap inflation-killing Russian energy under competitive western production funded by credit and inflation export. What comes next? Here’s Alistair Crooke to sketch the dynamics: https://thealtworld.com/alastair_crooke/systems-dynamics-follow-their-own-rules-and-not-groupthink ********** While America’s cultural and economic ascendency is portrayed as an End of History ‘normal’, it represents an obvious anomaly TowardContinue reading “System Dynamics of the Global Economy”